Explore the latest developments concerning Microsoft Set for.
Microsoft Set for Worst Quarter Since 2008 as AI Takes Two Bites
(Bloomberg) — Microsoft Corp. is at the intersection of two troubling trends roiling the technology sector, which has the stock on track for its worst quarterly performance since the global financial crisis two decades ago.
First, the software giant is doubling down on capital expenditures as Wall Street increasingly asks when investments in artificial intelligence infrastructure will produce more dramatic payoffs in revenue growth. And second, investors are selling software stocks over fears that AI startups like Anthropic and OpenAI are creating agents that can replace products made by companies like Microsoft.
“There is this concern that rather than paying Microsoft, we’ll see more customers go directly to AI vendors, which could disrupt the core business, or at least pressure pricing and margins,” said Jonathan Cofsky, portfolio manager at Janus Henderson Investors, which holds the shares.
Panini Press Sandwich Maker, 850W Sandwich Press Grill with Non-Stick Coated Plates, Indicator Light, Locking Lid
Why Microsoft (MSFT) Stock Is Ripe for a Turnaround
We use cookies to understand how you use our site and to improve your experience.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
For more detailed information, explore updates concerning Microsoft Set for.
0 Comments